PLUMBING-HEATING-COOLING CONTRACTOR INDUSTRY FUND TRUST (EIN 237042386) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

DAVID HAMES

Phone

4055254392

Tax Period

2024-01-01 to 2024-12-31

PLUMBING-HEATING-COOLING CONTRACTOR INDUSTRY FUND TRUST, founded in 1968, is a small nonprofit that reported $385K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $70K, a strong 18% operating margin.

Mission

PROMOTION OF THE INTEREST OF PLUMBERS AND PIPE FITTERS, AND OF THE INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $310,955

Program Service Revenue $0

Investment Income $73,731

Other Revenue $0

TOTAL REVENUE $384,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $314,186

TOTAL EXPENSES $314,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,686	$328,793	+0.2%
Expenses	$314,186	$270,580	+0.2%
Net Income	$70,500	$58,213	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN COCKERHAM	TRUSTEE	1.00	Director	$0	$0	$0
JAKE MATHERLY	TRUSTEE	1.00	Director	$0	$0	$0
JOE MCKENZIE	TRUSTEE	1.00	Director	$0	$0	$0
JAKE RUTHERFORD	TRUSTEE	1.00	Director	$0	$0	$0
WJ WOLFE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID HAMES	EXECUTIVE DI	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$384,686	$314,186	$1,952,698	$70,500
2023	$328,793	$270,580	$1,829,616	$58,213
2022	$275,150	$169,789	$1,748,277	$105,361
2021	$236,483	$153,750	$1,748,097	$82,733
2020	$265,612	$171,142	$1,664,030	$94,470
2018	$236,296	$96,478	$1,553,426	$139,818

PLUMBING-HEATING-COOLING CONTRACTOR INDUSTRY FUND TRUST